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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

339 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 200 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 70

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

15% more funds holding in top 10

Funds holding in top 10: 66 → 76 (+10)

6% more capital invested

Capital invested by funds: $3.1B → $3.28B (+$179M)

5% more funds holding

Funds holding: 323 → 339 (+16)

6.52% less ownership

Funds ownership: 80.93% → 74.41% (-6.5%)

Holders
339
Holders Change
+16
Holders Change %
+4.95%
% of All Funds
4.55%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.02%
New
38
Increased
200
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Apella Capital
Connecticut
+$48.3M
2
SC
Savant Capital
Illinois
+$31.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$23.9M
4
IA
Integrity Alliance
Iowa
+$21.1M
5
HWM
Hemington Wealth Management
Virginia
+$15M

Top Sellers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
-$192M
2
EFP
Elser Financial Planning
Indiana
-$33.3M
3
CW
Curio Wealth
Maryland
-$25.9M
4
RA
RFG Advisory
Alabama
-$18M
5
FWS
FinDec Wealth Services
California
-$7.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
Curio Wealth
Maryland
$26.1M -$25.9M -548,222 -100%
HFA
27
Hippocratic Financial Advisors
California
$25M +$1.8M +38,018 +8%
SWA
28
Sterling Wealth Advisors
Florida
$24.9M +$777K +16,457 +3%
KSWWM
29
Keyes Stange & Wooten Wealth Management
Florida
$24.1M +$1.81M +38,426 +8%
GFA
30
Grunden Financial Advisory
Texas
$23.7M +$627K +13,287 +3%
PAS
31
Park Avenue Securities
New York
$21.6M +$683K +14,455 +3%
IA
32
Integrity Alliance
Iowa
$21.2M +$21.1M +446,583 New
GOCP
33
Great Oak Capital Partners
Massachusetts
$20.9M – – –
VWA
34
Valued Wealth Advisors
Utah
$20.4M +$848K +17,960 +4%
Bank of America
35
Bank of America
North Carolina
$20.3M +$1.29M +27,417 +7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$19.7M +$12.6M +267,520 +181%
JTWM
37
Jackson Thornton Wealth Management
Alabama
$18.7M +$589K +12,482 +3%
SWA
38
Sax Wealth Advisors
New Jersey
$18.7M -$1.67M -35,372 -8%
LFGO
39
Legacy Financial Group (Oklahoma)
Oklahoma
$18.6M +$605K +12,807 +3%
SF
40
SageOak Financial
Oklahoma
$18M +$3.85M +81,438 +27%
VP
41
Verisail Partners
Georgia
$17.5M +$341K +7,215 +2%
Renaissance Technologies
42
Renaissance Technologies
New York
$17.4M +$4.54M +96,228 +36%
SIC
43
SJS Investment Consulting
Ohio
$17.2M +$483K +10,230 +3%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$16.7M +$1.84M +38,879 +12%
Osaic Holdings
45
Osaic Holdings
Arizona
$16.7M +$13.3M +282,199 +411%
NWM
46
Northwest Wealth Management
Iowa
$16.6M +$3.06M +64,840 +23%
OFA
47
Onyx Financial Advisors
Idaho
$16.6M +$972K +20,591 +6%
DWM
48
David Wealth Management
Virginia
$16.6M -$187K -3,969 -1%
SRCM
49
Signature Resources Capital Management
California
$15.8M +$1.12M +23,648 +8%
VF
50
Vestment Financial
Minnesota
$15.8M +$893K +18,905 +6%
1
2
3 4 5

DFSD Hedge Fund Activity: Q1 2025 in Review

339 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2025, worth a combined $3.28B — up 5.8% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFSD positions and 20 closed out — a net gain of 18 holders — while 200 added to existing stakes and 70 trimmed.

The largest buyer was Apella Capital, adding an estimated $48.3M. The largest seller was Essential Planning, cutting an estimated $192M.

  • 339 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2025, up from 323 in Q4 2024.
  • Funds reported $3.28B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 38 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2025 and 20 closed out, a net change of +18 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2025 was Apella Capital, an estimated $48.3M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2025 was Essential Planning, an estimated $192M sold.

Based on aggregated 13F filings for Q1 2025.